Qualtrics International Inc.
XMDelisted Jun 28, 2023- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001747748
Qualtrics International Inc. was delisted on Jun 28, 2023; its insiders filed their last Form 4 on Jun 28, 2023; 198 institutions reported holding it in 13F filings for Q1 2023, worth $2.54B in total; no superinvestor held it.
13F holders, Q3 2022
Institutional positions in Qualtrics International Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 167
- −22 vs. Q2 2022
- Shares held
- 125.8M
- +64.1K (+0.1%) vs. Q2 2022
- Total value
- $1.28B
- −$292.3M (−18.6%) vs. Q2 2022
- New holders
- 27
- 52 more added
- Sold out
- 49
- 47 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 1 | $47.0K |
| Q2 2023 | 3 | $1.87M |
| Q1 2023 | 198 | $2.54B |
| Q4 2022 | 176 | $1.32B |
| Q3 2022 | 167 | $1.28B |
| Q2 2022 | 190 | $1.57B |
| Q1 2022 | 197 | $3.73B |
| Q4 2021 | 210 | $4.22B |
| Q3 2021 | 165 | $3.40B |
| Q2 2021 | 164 | $2.97B |
| Q1 2021 | 150 | $2.35B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Qualtrics International Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 23 | $0 | 0.00% | −23−50.0% | Reduced |
| Truvestments Capital LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| Community Bank, N.A. | 15 | $0 | 0.00% | +15 | New |
| Moser Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Kelly Lawrence W & Associates Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 57 | $1.00K | 0.00% | +57 | New |
| Ronald Blue Trust, Inc. | 108 | $1.00K | 0.00% | +108 | New |
| JFS Wealth Advisors, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 290 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 318 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 344 | $4.00K | 0.00% | −813−70.3% | Reduced |
| KB Financial Partners, LLC | 394 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 488 | $5.00K | 0.00% | +488 | New |
| TD Waterhouse Canada Inc. | 500 | $5.36K | 0.00% | +500 | New |
| Signaturefd, LLC | 605 | $6.00K | 0.00% | +55+10.0% | Added |
| Cary Street Partners Asset Management LLC | 600 | $6.00K | 0.00% | +600 | New |
| NVWM, LLC | 761 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 905 | $9.00K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 1,000 | $10.0K | 0.01% | −149,000−99.3% | Reduced |
| Fifth Third Bancorp | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,208 | $12.0K | 0.00% | −11,932−90.8% | Reduced |
| Albion Financial Group | 1,381 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,810 | $18.0K | 0.00% | +1,810 | New |
| Leonteq Securities AG | 2,866 | $29.2K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,275 | $33.0K | 0.00% | −32,120−90.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,568 | $47.0K | 0.00% | −652−12.5% | Reduced |
| Cutler Group LP | 5,016 | $51.0K | 0.01% | +1,449+40.6% | Added |
| Advisors Asset Management, Inc. | 5,432 | $55.0K | 0.00% | −538−9.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,399 | $55.0K | 0.00% | +4,168+338.6% | Added |
| Rockefeller Capital Management L.P. | 5,761 | $58.0K | 0.00% | −1,131−16.4% | Reduced |
| Lazard Asset Management LLC | 6,221 | $63.0K | 0.00% | +6,221 | New |
| Amundi | 6,831 | $76.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,852 | $90.0K | 0.00% | −79−0.9% | Reduced |
| Victory Capital Management Inc | 10,510 | $107.0K | 0.00% | −12,245−53.8% | Reduced |
| Wolverine Trading, LLC | 10,623 | $111.0K | 0.00% | +10,623 | New |
| Intellectus Partners, LLC | 11,075 | $113.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,225 | $114.0K | 0.00% | −3,000−21.1% | Reduced |
| Stifel Financial Corp | 13,184 | $134.0K | 0.00% | −3,637−21.6% | Reduced |
| ExodusPoint Capital Management, LP | 13,218 | $135.0K | 0.00% | −256,117−95.1% | Reduced |
| FirstPurpose Wealth LLC | 14,054 | $143.0K | 0.09% | +1,993+16.5% | Added |
| Edmond de Rothschild Holding S.A. | 16,445 | $167.0K | 0.00% | +7,910+92.7% | Added |
| XTX Topco Ltd | 16,402 | $167.0K | 0.04% | +16,402 | New |
| Ieq Capital, LLC | 16,679 | $170.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,075 | $173.8K | 0.00% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 17,366 | $177.0K | 0.00% | −265−1.5% | Reduced |
| Drive Wealth Management, LLC | 17,673 | $180.0K | 0.17% | +17,673 | New |
| Peapack Gladstone Financial Corp | 18,700 | $190.0K | 0.00% | +650+3.6% | Added |
| JustInvest LLC | 18,683 | $190.0K | 0.01% | +8,386+81.4% | Added |
| Engineers Gate Manager LP | 18,852 | $192.0K | 0.01% | −124,304−86.8% | Reduced |
| CIBC Asset Management Inc | 19,933 | $203.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 20,171 | $205.0K | 0.00% | −452,238−95.7% | Reduced |
| Barclays PLC | 23,177 | $235.0K | 0.00% | +1,730+8.1% | Added |
| NinePointTwo Capital | 23,951 | $243.0K | 0.10% | 00.0% | Unchanged |
| Truist Financial Corp | 24,748 | $252.0K | 0.00% | +998+4.2% | Added |
| Parallax Volatility Advisers, L.P. | 25,426 | $259.0K | 0.01% | +25,426 | New |
| Nomura Holdings Inc | 25,497 | $260.0K | 0.00% | +25,497 | New |
| Envestnet Asset Management Inc | 25,977 | $264.0K | 0.00% | +6,647+34.4% | Added |
| Prudential Financial Inc | 26,182 | $268.0K | 0.00% | +2,882+12.4% | Added |
| Janney Capital Management LLC | 26,626 | $271.0K | 0.02% | +26,626 | New |
| SEI Investments Co | 27,973 | $285.0K | 0.00% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 28,854 | $294.0K | 0.07% | +15,270+112.4% | Added |
| Blair William & Co | 29,109 | $296.0K | 0.00% | −811,655−96.5% | Reduced |
| Group One Trading, L.P. | 29,095 | $296.0K | 0.01% | −22,353−43.4% | Reduced |
| Squarepoint Ops LLC | 30,428 | $310.0K | 0.00% | +30,428 | New |
| Crewe Advisors LLC | 37,319 | $380.0K | 0.07% | −7,000−15.8% | Reduced |
| Elite Wealth Management, Inc. | 39,829 | $405.0K | 0.22% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 43,729 | $445.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Capital LLC | 45,772 | $466.0K | 0.30% | −6,507−12.4% | Reduced |
| Manufacturers Life Insurance Company, The | 50,071 | $517.1K | 0.00% | +26,699+114.2% | Added |
| Clear Harbor Asset Management, LLC | 50,858 | $518.0K | 0.07% | −27,080−34.7% | Reduced |
| Raymond James & Associates | 55,978 | $570.0K | 0.00% | +31,513+128.8% | Added |
| Quadrature Capital Ltd | 58,786 | $598.0K | 0.02% | +16,405+38.7% | Added |
| Bank Hapoalim BM | 64,070 | $652.0K | 0.08% | −9,640−13.1% | Reduced |
| JPMorgan Chase & Co | 66,354 | $675.0K | 0.00% | −858,641−92.8% | Reduced |
| Summit Partners L P | 70,073 | $713.0K | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 70,470 | $717.0K | 0.00% | −30,795−30.4% | Reduced |
| Legal & General Group Plc | 70,684 | $719.0K | 0.00% | +1,263+1.8% | Added |
| Credit Suisse AG | 71,223 | $725.0K | 0.00% | +23,084+48.0% | Added |
| UBS Group AG | 72,201 | $735.0K | 0.00% | −300,462−80.6% | Reduced |
| BlueMar Capital Management, LLC | 73,330 | $746.0K | 0.55% | 00.0% | Unchanged |
| US Bancorp | 79,901 | $812.0K | 0.00% | +40,323+101.9% | Added |
| Graham Capital Management, L.P. | 81,274 | $827.0K | 0.04% | −133,846−62.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 83,517 | $850.0K | 0.01% | −220,756−72.6% | Reduced |
| National Bank of Canada | 80,757 | $865.0K | 0.01% | 00.0% | Unchanged |
| Strategic Vision Investment Ltd | 86,715 | $883.0K | 1.73% | −16,586−16.1% | Reduced |
| Wells Fargo & Company | 90,004 | $916.0K | 0.00% | +4,729+5.5% | Added |
| Simplex Trading, LLC | 90,938 | $925.0K | 0.04% | +72,447+391.8% | Added |
| Twinbeech Capital LP | 94,748 | $965.0K | 0.03% | −71,269−42.9% | Reduced |
| Capital Fund Management S.A. | 97,136 | $988.8K | 0.02% | −8,892−8.4% | Reduced |
| Occudo Quantitative Strategies LP | 101,013 | $1.03M | 0.08% | −140,839−58.2% | Reduced |